Automations

Assuming a trigger is met, and I have at least 2 actions in the automation...What happens if the first action fails?A> Does the automation exit?B> Or does it also try the next action?If B, is there any way to use "previous action" success as an input into conditional actions?I want to make sure an automation doesn't do step B if step A fails.

Is there a way to set up an automation so that the current date is recorded when a specific status is met. For example, When a project's "status" is changed from incomplete to complete, a date column would automatically fill with that day's date?

If "approved" is chosen manually in the status column, I'd like the "Approved" check box to be automatically checked. If "Contract Signed" is manually chosen, I'd like the "Contract Signed" box to be automatically checked, and so on and so forth. I know I can use the "IF" function, but I'm not familiar with code and not 100% sure how to make it work for this use case.Additionally, would it be possible to make this happen in reverse as well? So if the "Approved" check box is clicked, "Approved" will show up in the "Status" column? Thanks,   

Hi - I'm trying to make an automation that moves the information from one record to a new table, when the status of an application is changed to 'successful' - so the applicant will join a successful applicants table.

Hi all! New user here, trying to set up automations and failing miserably. Let's just say i have two columns: "Check" and "Status" that are both multiple-select:I'm trying to set up an automation that, when I change "Check" to approved, "Status" automatically changes to done. So i put "When a record matches condition: If Check is exactly Approved" --- " Update record: Status" and this final updating record part just fails.Please help me, i'm trying a hundred different ways of doing this and nothing works, it looks so simples but it isn't 😞

I can’t work this out: I would like to create a record in a existing view, populate the record fields (including adding an attachment), but hide this record until a scheduled time, when it would then become visible in the view. Is this possible? How? Appreciate the help.

Hey there - script writing newbie here. Anyone know why this is returning "Unnmed record" in my summary? The primary field definitely is not blank. It's a single line text field, some of which are a bit longer, with 20 words.Appreciate the help!

I have a script that runs without any errors but doesn't actually do anything. However, if I go to Test Automation and select a record to test, then run it, it works (almost) as expected. Therefore pretty confused what's going wrong. Image files are automatically downloaded from our server into the mockUpFiles field within a table. File names are like this 63eb679887a459_13030203recqKJDnAJSRJOsSL.jpeg. The script should use title + "_" + designTypeName + "_" + channel to change the filename to something which allows me to identify the contents. Can anyone help tweak this code to make it change the file name as soon as a record is created (Trigger is obviously set to run when a record is created)? const imageAttachment = base.getTable("Pre Mock Prod (PB)"); const recordid = input.config()["recordid"]; const recordToUpdate = await imageAttachment.selectRecordAsync(recordid); let title = recordToUpdate?.getCellValue("mockup_id"); let designType = recordToUpdate?.getCellV

I am working on an offboarding workflow to use when an employee is termed and leaves the company. I made a form that is the start of the process. Once a record is created from a submitted form the automation will send out an email to the terminated user and five staff members that all have tasks to complete. Looking for a way that the staff members can reply to the email they receive, and the reply update the airtable base. See what I have currently in the pic below.Ideally, I would like to have a single select field that the user could pick an answer from and then email it back to to airtable to update the base. As a workaround, I am buiding single select fields in the table and making an interface that I can link to in the email. The interface will contain only the relevant questions for that user.

So I found no way to get the total record count when I am in Gallery view. I would especially like to get the count once I have applied any filter.In the "Full View" the status bar at the bottom does show total count. It also updates when a filter is applied. I would want a similar way to get the count but in Gallery view. The Full view have an additional nice way to get count when Grouping is applied. But in the Gallery view we can't even apply any grouping.Any solution welcome, even if it needs Scripting.

Hello everyone,I hope someone can help me with a scripting problem I'm having.  I am a beginner with scripting and have been taking from examples of what others have posted to get this far.  I'd like to have the script find all records in the Enrollment table that match the input variable Students, then update the "SEB Goals 2" field (linked record) with the Goal input variable without replacing the Goal(s) that are in the field already.  This script could update more than one record but would probably never go beyond 3 or 4 records.  I think the problems are in line 23 but am not sure how to fix it.  The code as is did run, but it didn't add a record to the field.  It seems to have deleted everything in the field.  Any help would be appreciated! 

Airtable is wonderfully optimized for internal user teams. We are trying to build a simple app for external users.We want to enable external users to enter data into a series of linked tables as part of their signup process, with the ID created for them in the initial table used to follow them through the other forms as they move through the linked tables entering data. Basically, if a form could hand off an external user to another form with the ID prefilled dynamically for each subsequent form in the string. This ID is the relational field in all tables.We know how to use trigger actions to update tables, but we want to have a separate form for each table, with their identity established in the first table moving with them from form to form in a single session.

I have a table in which images are automatically uploaded from our server (see screenshot). These image files are then sent to s3 for further manipulation and need a more meaningful filename. I tried to follow this video https://www.youtube.com/watch?v=qUPQoXQQATc which I feel is almost working but I have some errors which I can't figure out. This is my code so far:const imageAttachment = base.getTable("Pre Mock Prod (PB)");const recordid = input.config()["recordid"];const recordToUpdate = await imageAttachment.selectRecordAsync(recordid)let title = recordToUpdate?.getCellValue("mockup_id")let imageField = recordToUpdate?.getCellValue("mockUpFiles")let newImageField = []if (imageField){for ( let [image, imageNumber] of imageField.entries()){console.log(image, imageNumber); let findExtension = image.filename.match(/\w+_\d+\.\w+$/)||[""]let extension = findExtension[0]console.log(extension);let fileSpecifcName = imageNumber>0 ? "-" + (imageNumber) : ""newImageField.push

I have an automation that handles bulk uploaded PDF-files, with logic that extracts an ID-number and date from the filename. It then copies the attachment to a record with matching ID in another table. It also checks a checkbox on the original record of the uploaded PDF to mark it as complete and avoid multiple runs.The automation runs fine, with just one weird "bug": The filename of the copied attachment changes to a random string "XxxxXxxxXXXx". However, if I now delete the copied attachment and go back to the uploaded file record and uncheck the "completed" checkbox to trigger the automation again, the file is copied with its original filename kept!I suspect the reason is related to the automation starting to work before the file has been fully processed by Airtable, and some kind of temporary name is used. But this is also contradicted by the fact that the automation relies on data from the filename to be extracted before it can run...My first idea was to add a delay to the automat

I'm not sure how I can delimit a "Find Records" to update multiple records all at once.I know when it plugs them in as a list, it's trying to do "A,B,C" and obviously airtable isn't getting a match on the ID because of the string of text.Does anyone have a script I can modify to break that out so my Find Records can input a single value, into multiple records at once?Thank you!  

Hi everyone! I'm designing a UXR base and would love advice on how to design an automation that allows me to connect two tables and two bases together. My current base design consists of the following:Table 1: Intake and PlanningPrimary field: study type and study descriptionPotential users: linked to another base (all users table)Type of study: interview, focus group, survey, usability testStudy descriptionGoals Hypothesis Study guideNotes Study owner UXR Notes by Study: look up from Table 2 The view is grouped by week Table 2: UXR Notes by Study/User Primary field: user name - study type - study description User name:Study type study description User status: contacted, not participating, participating Interview date Notes User: look up from table 3, link from "potential users" on table 1 Goals Hypothesis Attachments Study Guide Study owner Table 3: All Users This table is taken fr

Seems like an easy automation - would love some help! I would like to send a notification when a status field changes - whenever it changes regardless of the status.  There is no option for "when" a status changes. I am sure someone out here in this amazing community has done this. Would love some direction, thanks!

Hello, I'm using Airtable to trigger a series of onboarding emails to our new users. For now, I have no idea whether the person actually gets the email, let alone open it and click it. Does anyone have an idea about how make this kind of reporting possible? Many thanks!

I am running a very basic automation where a record is triggered based on conditions and the second and only step is that a script runs. The script is posting data to a webhook, the data is the record ID of the record that triggered the automation. and a static value of one. Please see the video here.https://www.loom.com/share/77225654d8a9407586269db58c96684f

Hello!I'm using a daily "find records" automation to send out digest emails to my team. I display the records in a list or grid in the email, including their Start and End fields (the records are tasks).In my base, I've formatted both the Start and End fields to display in the same timezone (EST) for all collaborators. However, in my automation, the timezone is displayed in UTC, and I don't see a way to edit it. Is there a way to ensure that the date/time in the "find records" automation matches what is in my base? Thank you in advance!

I have an automation that moves information from one table to another when a date field is entered. The problem is that the date field also has a time associated to it which is an important part of the dataset. The automation fires right as you click a day without allowing time to be entered accurately. Is there a way to only have the automation fire when a time is inputed as well?

Hi all, I am an airtable enthusiast and recently started using automations.I am trying to report data from an airtable table to a google sheet using an automation.I am not getting the desired result, either using the list format or using the table format.Am I doing something wrong or is this a malfunction?I attach the screenshot of the airtable table, the screenshot of the automation and the screenshot of the results on google sheet.I hope someone can help me to solve it without the need to activate paid plugins.Thanks for any support you can give me

I'm trying to create an automation that sets a User field to the "Created by" user as an initial state when a new record is created. The idea is that I want users to be able to reassign it later, but not leave it blank when a record is created.However, it appears the only way I can reference the Created By user is if the field is present in the table, which I would rather not have. Clearly Airtable knows the user who is creating the record, is there any way to reference that value without putting the Created By field in the table? 🙏

Hi!I'm trying to create an automation where, when a record is created in one table, a record is created in another. I want one field's data to populate from the first table into the primary field in the second. The automation to create the record is working great, but I'm having trouble populating the primary field. I've tried a variety of combinations of actions, and it works in preview, but when activated, does not work.This is the automation in preview. You can see that the "Name" field is populated (primary field).However, in once it's in place, the "Name" field (primary field) does not populate.The current version of my automation has two actions:* create record* update recordThan

I have a field that has stuff in it like this" 2023-02-09 Jeff Alexander Website"I'm using a formula to extract the date and the name so then I have fields that look like" 2023-02-09" and "Jeff Alexander Website"I want to make a calendar view of this table. It's asking for a date field. Even though i have a field that isolates the date ( 2023-02-09 ) it isn't a field type of date, so airtable doesn't recognize it. my thinking is that i need a date field and i need to autopopulate it and i don't know how. I'm open to other ideas for how to put " 2023-02-09 Jeff Alexander Website" into a calendar view